Financial Services for Americans in Mexico
For property purchases, deposits and relocation budgets, Lumon offers currency transfers, a named account manager and forward contracts where available. For pensions, retirement accounts and investments, SJB Global provides cross-border financial planning.
Updated October 2026
By Bruno Bianchi, CEO of Spainguru (225,000+ community members) · Updated October 2026
Partners pay Moveinmexico a listing fee or a commission when you sign up. Your price never changes and our recommendations are independent. How we choose partners
Lumon
Currency Exchange for Property & Large Transfers
Lumon is the currency specialist the Spainguru network works with for property purchases, deposits, pensions and relocation budgets: a free consultation, a dedicated account manager and currency transfers from dollars into pesos or euros, with forward contracts where available.
- Over 25 years handling overseas payments for private clients
- A named account manager from the first quote to the final payment
- Forward contracts and limit orders so a moving exchange rate does not derail your budget
SJB Global
Expat Financial Planning
SJB Global helps internationally mobile Americans and other expats manage pensions, investments and tax-aware financial planning across two countries at once — so moving to Mexico doesn’t derail your financial plan.
- Independent, regulated financial advice tailored to expats
- Retirement and pension planning across borders
- Compliant investment management after you change tax residency
How we choose partners
Independent online reviews, feedback from the 225,000-member Spainguru community, an interview with Bruno, years in business and how fast they answer. Partners pay a listing fee or a commission; featured placement is commercial and is labelled; the “vetted” judgement is never bought. Read the full disclosure.
Disclaimer: general information for U.S. citizens living or planning to live in Mexico — not tax, legal, financial or immigration advice. Financial requirements are indicative 2026 figures: Mexican consulates apply different thresholds, documentation rules and exchange rates, and the UMA they are based on changes every year. Always confirm the requirements with the consulate handling your application, and tax questions with the IRS, SAT or a qualified professional before acting.